Financial Services Administrator

The responsibilities & capabilities required for the role of Financial Services Administrator – Financial Services are listed below:

Roles and Responsibilities

• Contribute to the overall Financial Services sales targets and business goals by providing administration support to the Sherry FitzGerald Financial Advisor team.
• Support the Sherry FitzGerald Financial Advisor team at different stages of the mortgage and life insurance sales journeys (pre-approval and post-approval).
• Review client documentation to support Advisors with the preparation of new business applications.
• Responsible for accurate and timely input of mortgage and life insurance applications online – “Right First Time” approach.
• Proactively contact clients, via phone and email, to accelerate their application and ensure they are kept updated on the progress of their application.
• Proactively manage pipeline by liaising with clients, financial institutions, life companies, solicitors & valuers to gather outstanding information to bring a case to successful closure.
• Responsible for ensuring all client communication and application updates are recorded on the CRM system.
• Build strong working relationships with Sherry FitzGerald Financial Advisors and various lenders relationship managers.
• Responsible for ensuring individual compliance with Sherry FitzGerald Group policies and compliance standards.
• Work closely with Administration team and Financial Advisor colleagues to assist in sales process as required; ensuring the clients best interests are at the forefront of all interactions.
• Live the Company Values in all dealings with colleagues and take responsibility for own development by undertaking activities to broaden experience and market knowledge.

Requirements:

• Previous experience in a Broker and/or Financial Services (Sales/Product) role essential.
• Previous experience in an Administration role.
• Ideally APA’d in Life and Loans or working towards APA/QFA.
• Excellent interpersonal and communication skills, with ability to multitask.
• Accuracy with a strong attention to detail and numeracy skill.
• Proficient in MS office packages; specifically Excel and Word.
• Ability to use discretion and maintain confidentiality at all times.